The Zhitong Finance App learned that according to data from Qunzhi Consulting, the total revenue of mainstream global DRAM manufacturers reached US$284.1 billion in the first half of 2026, an increase of more than 300% over the previous year. The global DRAM industry ushered in the strongest boom cycle in history. Rigid demand for AI servers for HBM and high-end DDR5 exploded, compounded by the active contraction of mature consumer production lines by leading overseas manufacturers. Supply and demand in the industry continued to be scarce, driving the entire industry's revenue growth by leaps and bounds.
Zhitongcaijing · 3d ago
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The Zhitong Finance App learned that according to data from Qunzhi Consulting, the total revenue of mainstream global DRAM manufacturers reached US$284.1 billion in the first half of 2026, an increase of more than 300% over the previous year. The global DRAM industry ushered in the strongest boom cycle in history. Rigid demand for AI servers for HBM and high-end DDR5 exploded, compounded by the active contraction of mature consumer production lines by leading overseas manufacturers. Supply and demand in the industry continued to be scarce, driving the entire industry's revenue growth by leaps and bounds.
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